Find a Financial Planner in Seattle, WA

 

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We did the hard work of finding trustworthy partners in Seattle, WA.

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We Only Work With The Best Seattle Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Seattle, WA


  • Financial Advisor Close to Seattle, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Seattle Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Seattle area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Seattle, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
15.6% of Seattle's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Seattle area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Seattle area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Seattle area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Seattle area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Washington has unique laws defining which actions trigger a taxable event and has the 24th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Seattle area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Seattle area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Seattle, WA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Seattle, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Seattle financial advisors.
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How Retirement-Friendly is Seattle, WA?

  • Population: 724,305
  • % of Population 62 Years and Over: 15.6%
  • Average Home Value: $666,200
  • Average Monthly Housing Cost: $1,770
  • Average Household Income: $128,184
  • Washington Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Washington Property Tax: 2.65% (20th Lowest in U.S.)
  • Washington Individual Income Tax: 0.00% (Lowest in U.S.)
  • Washington Sales and Excise Tax: 5.69% (3rd Highest in U.S.)


The Top Financial Advisor Firms in Seattle, WA


FIRST WASHINGTON CORPORATION

Website

(206) 624-8320

2001 6th Ave
Ste 3400
Seattle, WA 98121

SEC#: 801-66192
Years in Business: 15 years

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

Website

(206) 623-4739

1201 Third Avenue
Suite 3000
Seattle, WA 98101

SEC#: 801-24618
Years in Business: 36 years

SANDER CAPITAL ADVISORS, INC.

Website

(206) 323-8822

4105 E. Madison St.
Suite 300
Seattle, WA 98112

SEC#: 801-112452
Years in Business: 3 years

PARAMETRIC PORTFOLIO ASSOCIATES

Website

(206) 694-5575

800 Fifth Avenue
Suite 2800
Seattle, WA 98104

SEC#: 801-60485
Years in Business: 19 years

INVESCO MANAGED ACCOUNTS, LLC

Website

(186) 676-2773

2001 Sixth Ave.
Suite 2310
Seattle, WA 98121

SEC#: 801-61716
Years in Business: 18 years

VIEWPOINT CAPITAL MANAGEMENT

Website

(206) 219-1410

Madrona Plaza
1421 34th Avenue, Suite 214
Seattle, WA 98122

SEC#: 801-117685
Years in Business: 1 years

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

Website

(206) 839-8586

800 5th Avenue
Suite 4100
Seattle, WA 98104

SEC#: 801-72806
Years in Business: 9 years

APTITUDE INVESTMENT MANAGEMENT LP

Website

(212) 902-1000

Fourth And Madison, 925 Fourth Avenue
Suite 3550
Seattle, WA 98104

SEC#: 801-74419
Years in Business: 9 years

KOSMOS MANAGEMENT LLC

Website

(206) 624-8111

601 Union Street
Suite 3900
Seattle, WA 98101

SEC#: 801-77216
Years in Business: 8 years

SEATTLE WEALTH MANAGEMENT LLC

Website

(206) 956-9445

8301-A 5th Avenue Ne

Seattle, WA 98115

SEC#: 801-108935
Years in Business: 4 years